The price of domestic Tesla has fallen again and again, which has stung whom

Tesla implemented price reductions after domestic production, and car owners who started work for half a year experienced two consecutive defeats. Most netizens called it fresh leeks, but it seems that these discordant voices did not affect the sales of the Model 3. In November, it sold 10,000 units, second only to the Hongguang MINIEV, a national god car that sold 10,000 units.

Although the boom in new energy vehicles is closely related to the restrictions in first-tier cities, it can be seen that the acceptance of new energy vehicles by Chinese is undergoing qualitative changes. Just looking at Tesla's approach and price cuts, you may feel that old car owners are losing money, but this problem cannot be so simple. Today, let's take a look at the difference between the more than 300,000 new Model 3 and the current 10,000 units.

Software development cost amortization Because of the absolute advantage of sales, today's Tesla can completely erase the huge software development cost. In terms of the cost of this piece, Tesla owners today have a much smaller portion. For Tesla, which has just entered the market, this cost cannot be saved.

From this point of view, the old car owner really lost money.

The evolution of the batteryFrom the perspective of the battery, in fact, the first fiber in China respects the side-criticized Tesla owners to enjoy the best quality things. The newly built Model3 uses imported Panasonic ternary lithium batteries with a full battery life of about 380. After the introduction of the new national policy, due to cost control, it was changed to domestic LG ternary lithium batteries, most of which were purchased by more than 270,000 vehicles, with a full range of about 370.

At present, the battery of Model3 has become the leading lithium iron phosphate battery of Contemporary Ampryse Technology. The biggest change is that the weight of the car has increased by 150 kilograms, which is equivalent to the two adult men in the car. But the biggest advantage of such a battery is that even if the weight of the car increases, the energy consumption remains at the same level.

However, the common problem of lithium iron phosphate batteries is that the battery efficiency decreases in winter, because the endurance performance in this winter is lower than that of the previous model 3.

The reason why the Model 3 can be reduced again and again is because Musk is not a fool. On the premise of ensuring profits, the flattening of various costs of the Model 3 is the main reason for the price reduction. Due to the excellent sales, whether it is the flattening of the development cost of the above-mentioned software or the reduction of the cost of the battery, the almost 100% localization of accessories, the change of materials, and the simplification of the manufacturing process, the threshold for becoming a Tesla owner has been lowered again and again.

In the near future, it no longer seems impossible to transmit a Model 3 over the network. In all fairness, compared with the price reduction, although the performance of the model3 in terms of battery life has decreased slightly, the overall user experience is not much different, and it completely fulfills the sentence: buy early and enjoy early, and enjoy discounts later.

Millions of car purchase subsidies.

Recently, the news of Tesla's modely drop of 160,000 has been swiping the screen. Such a large price reduction has made many consumers excited, as if they have picked up a big bargain. But is that really the case?

Why the Wild Drop?

1.The brand and the product are on par, and NIO threatens Tesla.

Although NIO was established relatively late, it has developed very rapidly, and the threat to Tesla is becoming more and more serious. This is also an important reason why Tesla is worried and continues to cut prices. The spearhead of modely, which has just cut prices, is directed at NIO EC6.

Looking at China's 400,000 or so pure electric vehicle market, NIO EC6 can compete with Modely in terms of product maturity, brand recognition, driving performance, and intelligent experience.

NIO is unwilling to be a follower, and is ahead of Tesla in many aspects. Compared with Tesla, NIO understands Chinese users better. The material and design are more luxurious, and the workmanship is more exquisite, and the intelligent configuration is more in line with the needs of localization.

The competitive advantage of this series is well reflected in the sales volume. In November 2020, NIO EC6 had 1,460 units on the market, ranking first in the market segment, and the average ticket price of NIO was nearly 100,000 higher than Tesla, which means that NIO"amount""valence"Win across the board. Pretending to be Hui also approached Tesla to raise the butcher's knife again.

2.**With obvious service advantages, NIO overtakes in corners.

Now there are many models in the domestic automobile market, and if you want to win the favor of consumers, only good products are not enough, and all aspects such as purchase experience, after-sales and service are very important. Therefore, in addition to products, ** and services are also key elements of competition.

**In terms of this, the current purchase of NIO EC6 can enjoy a new energy state subsidy of 10,000. At the same time, NIO has also innovatively proposed a BaaS battery rental service solution, which allows consumers to choose to purchase a vehicle or choose a battery rental service according to their own situation. Let's take a look at Tesla's modely, which has just dropped by about 160,000.

After the price reduction, it is just close to the NIO EC6**. However, NIO has a richer choice of configurations, and consumers can buy the most desired configuration with the most reasonable money according to their own needs.

After that**, let's take a look at the service stuffiness. While other car companies regard battery capacity and the number of charging piles as the only solution to range anxiety, NIO's alternative battery swap plan can be described as a dimensionality reduction blow. After several years of development, NIO's energy replenishment service system with battery swapping as the core is expanding and improving, and can be enjoyed by BaaS-based users"Rechargeable, swappable, and upgradeable"services.

Beyond the product, NIO's advantages are obvious.

3.The user image is very different, NIO to the left and Tesla to the right.

Cars play an increasingly diverse role in our lives, from the original means of transportation, to the one that expresses oneself"Props"Depending on what kind of car you drive, you can roughly imagine what kind of person you are. Especially for users of luxury car brands, the need for self-expression is becoming stronger. As a result, each brand has gradually formed a unique user image.

Although NIO and Tesla both belong to the same luxury car, their user images are very different.

For a long time, the outside world has been smiling at Tesla's frequent price cuts due to the contradiction between its orders and production capacity, as well as the problem of weak demand. Even though Tao Lin, Tesla's vice president of external affairs, denied this suspicion and said that it was "nonsense", Tesla insisted on pricing at cost.

In fact, behind the price reduction, the cost of the car will also drop accordingly, and at the same time, Tesla's profit margin on a single car is very high in the auto industry, which also gives them more confidence to reduce prices so sharply. I believe that there will be many people who are confused about this, and Tesla is obviously selling very well.

Summary. Hello, dear, I'm glad to have your question, will Tesla still cut prices, help you inquire, yes, analysts: Tesla will still have room for price reductions Just entering 2023, the automotive industry ushered in a blockbuster news.

On January 6, according to Tesla's official website in China, Tesla's domestic models have been significantly reduced, with the starting price of Model 3 and Model Y starting at 10,000 yuan, hitting a record low**, with a delivery cycle of 1-4 weeks. It's worth noting that this is Tesla's fourth price cut in less than three months, and I hope mine can help you. I wish you good health and a happy mood

Hello, dear, I'm glad to have your question, will Tesla still cut prices, help you inquire, yes, analysts: Tesla will still have room for price reductions Just entering 2023, the automotive industry ushered in a blockbuster news. On January 6, according to Tesla's official website in China, Tesla's domestic models have been significantly reduced, with the starting price of Model 3 and Model Y starting at 10,000 yuan, hitting a record low**, with a delivery cycle of 1-4 weeks.

It's worth noting that this is Tesla's fourth price cut in less than three months, and I hope mine can help you. I wish you good health and a happy mood

Pro, in the case of Tesla's average selling price halved, its revenue and net profit increased instead of decreasing. According to the financial report data, in the fourth quarter of 2022, Tesla's total revenue was 100 million US dollars, an increase of 37% compared with 100 million US dollars in the same period last year; Net income attributable to common shareholders was $100 million, up 59% year-over-year. Both results hit record highs again, exceeding market expectations.

From the perspective of annual performance, in 2022, Tesla will achieve revenue of 100 million US dollars, an increase of 51% year-on-year; Net profit was 100 million US dollars, an increase of 128% year-on-year, and the operating margin reached .

No one bought Tesla after the price increase, because many people couldn't afford it after the price increase, and Tesla's reputation was not very good.

I think there will still be people who will buy it, but those rich people will buy it, and other ordinary people may not be able to buy it. Because it's too expensive.

After the price increase, some people still buy Tesla, because the demand for new energy vehicles is still relatively large.

I think many domestic brands will choose to follow the price reduction because they need to ensure their competitiveness in this way.

This reason is actually very simple, even if many domestic new energy vehicle brands have a certain market advantage, but this first market advantage is mainly the advantage of cost performance, and many domestic new energy vehicle brands are also very cheap. In this case, if brands like Tesla begin to promote the market through cheap sales, the market competitiveness of many domestic brands will become weaker and weaker, so they will also choose to follow the trend and reduce prices, which will also make many domestic brands very uncomfortable. <>

Tesla began to take the initiative to cut prices.

In the case that many of Tesla's models are relatively expensive, Tesla began to take the initiative to reduce prices, and the range of reduction has also reached 350,000 yuan. At the same time, Tesla is also further developing more cost-effective models, and the terminal price of this model may remain around 150,000 yuan. If it can be successfully developed and mass-produced, it basically means that domestic new energy vehicle brands have no market competitiveness.

Domestic car companies will choose to follow the trend and reduce prices.

The reason why I say this is mainly because many car owners themselves recognize the Tesla brand very much, and at the same time, they will also regard Tesla as the best new energy vehicle. When Tesla began to take the initiative to reduce prices, many car owners naturally preferred to buy Tesla vehicles. If we want to ensure our competitiveness, our domestic brands need to reduce prices simultaneously, and at the same time, we also need to reduce our own production costs.

At the same time, I think that many new energy vehicle brands actually do not have the conditions to downgrade, especially when BYD's comprehensive profit of one car is only more than 1,000 yuan. If a high-intensity price reduction operation is carried out, many new energy vehicle brands may need to get more subsidies, after all, they are selling Tantan cars by losing money.

Their own businesses are the hardest because their profits are lower. I don't think so, because they don't have a lot of correlation.

It must be the people who just bought it, because they didn't enjoy this kind of welfare and feel that they have lost money.